Mark Account Payable (AP) transactions as posted
Mark purchase orders (POs) as posted
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Go to Accounting Link and select the Accounts Payable (AP) tab.
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Select View POs - Not Posted or Failed in the Sage CM POs section.
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Specify the From Date and To Date as needed to filter the results by date.
- Select the PO to be marked as posted from the list.
- Select Mark Selected POs as Posted.
Mark subcontracts as posted
- Go to Accounting Link and select the Accounts Payable (AP) tab.
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Select View Subcontracts - Not Posted or Failed in the Sage CM Subcontracts section.
- Specify the From Date and To Date as needed to filter the results by date.
- Select the subcontract to be marked as posted from the list.
- Select Mark Selected Subcontracts as Posted.
Mark subcontract change orders (SCOs) as posted
- Go to Accounting Link and select the Accounts Payable (AP) tab.
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Select View SCOs - Not Posted or Failed in the Sage CM SCOs section.
- Specify the From Date and To Date as needed to filter the results by date.
- Select the SCO to be marked as posted from the list.
- Select Mark Selected SCOs as Posted.
Mark bills as posted
- Go to Accounting Link and select the Accounts Payable (AP) tab.
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Select View Bills - Not Posted or Failed in the Sage CM Bills section.
- Specify the From Date and To Date as needed to filter the results by date.
- Select the bill to be marked as posted from the list.
- Select Mark Selected Bills as Posted.
Mark sub invoices as posted
- Go to Accounting Link and select the Accounts Payable (AP) tab.
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Select View Sub Invoices - Not Posted or Failed in the Sage CM Sub Invoices section.
- Specify the From Date and To Date as needed to filter the results by date.
- Select the sub invoice to be marked as posted from the list.
- Select Mark Selected Sub Invoices as Posted.